Filed March 6, 2009
This is a legacy paper filing. Plan administrator and contact details are recorded in the original filing, which has not been digitised into structured fields.
See peer percentile detail. $4.99 for your first month.
Solo adds 10-year history, peer benchmarks, provider and welfare analytics, saves, and exports. Then $34.99 a month.
See the 10-year trajectory. $4.99 for your first month.
Solo adds 10-year history, peer benchmarks, provider and welfare analytics, saves, and exports. Then $34.99 a month.
| Provider | Service type | Compensation |
|---|---|---|
STANCORP FINANCIAL GROUP3+ years Service code 12 · EIN 93-1253576 | Custodial (securities); Recordkeeping... | $65,115 |
Filed as: SIGNATOR INVESTORS, INC. Service code 27 · EIN 04-2442399 | Advisory (Plan) | $21,193 |
Form 5500 reported a failure to timely transmit participant contributions (Schedule H line 4a).
Plan reported corrective distributions (failed ADP/ACP testing).
The auditor declined to give an opinion. This is usually a 103(a)(3)(C) limited-scope election.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $20,315 | $37,196-45.4% | $154,107-86.8% | $55,725-63.5% |
| Participation rate | 77.3% | 64.1%+13.2pp | 83.0%-5.7pp | 70.9%+6.5pp |
| Annual return | 9.03% | 1319.68%-1310.6pp | 735.12%-726.1pp | 244.93%-235.9pp |
| Employer contribution / active EE | $527 | $1,614-67.4% | $5,298-90.1% | $2,078-74.7% |
| Participant deferral / active EE | $1,014 | $2,068-51.0% | $5,081-80.0% | $3,356-69.8% |
| Admin fee / account holder | $157 | $102+54.6% | $13,411-98.8% | $115+36.3% |